Thrivent Financial For Lutherans Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Thrivent Financial For Lutherans disclosed 2501 stock positions valued at approximately $59.49B as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, AMAZON COM INC, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 2501
- Portfolio Value
- $59.49B
Holdings by Sector
Thrivent Financial For Lutherans Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 3.33% | 9,916,316 | -203,277 | -2.01% | $1,984,114,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.57% | 6,419,159 | +553,312 | +9.43% | $1,529,963,000 |
| APPLE INC | AAPL | Technology | 2.31% | 4,752,770 | -302,693 | -5.99% | $1,374,898,000 |
| MICROSOFT CORP | MSFT | Technology | 2.22% | 3,535,167 | -71,878 | -1.99% | $1,318,655,000 |
| ALPHABET INC | GOOG | Communication Services | 1.78% | 2,994,772 | +212,185 | +7.63% | $1,058,134,000 |
| ALPHABET INC | GOOGL | Communication Services | 1.65% | 2,748,695 | +177,769 | +6.91% | $982,274,000 |
| THRIVENT ETF TRUST | TILC | Other | 1.41% | 33,204,703 | +33,204,703 | +100.00% | $841,680,000 |
| BROADCOM INC | AVGO | Technology | 1.29% | 2,025,628 | -142,871 | -6.59% | $765,165,000 |
| META PLATFORMS INC | META | Communication Services | 1.26% | 1,333,275 | -52,070 | -3.76% | $751,018,000 |
| ISHARES TR | IVV | Other | 1.23% | 980,103 | +16,889 | +1.75% | $733,528,000 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.99% | 1,791,980 | -8,130 | -0.45% | $586,578,000 |
| TESLA INC | TSLA | Consumer Cyclical | 0.86% | 1,214,204 | -138,366 | -10.23% | $510,678,000 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.82% | 842,788 | +90,652 | +12.05% | $489,544,000 |
| ELI LILLY & CO | LLY | Healthcare | 0.80% | 396,540 | -72,306 | -15.42% | $475,637,000 |
| LAM RESEARCH CORP | LRCX | Other | 0.78% | 1,075,010 | -308,940 | -22.32% | $465,766,000 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.70% | 358,825 | +187,709 | +109.70% | $414,180,000 |
| VISA INC | V | Financial Services | 0.69% | 1,192,382 | +2,509 | +0.21% | $409,091,000 |
| MORGAN STANLEY | MS | Financial Services | 0.62% | 1,775,349 | -201,729 | -10.20% | $371,130,000 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.62% | 1,458,722 | +153,620 | +11.77% | $370,486,000 |
| CISCO SYS INC | CSCO | Technology | 0.60% | 3,063,424 | +61,186 | +2.04% | $359,830,000 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.59% | 471,060 | -75,230 | -13.77% | $351,772,000 |
| BANK OF AMER CORP | BAC | Financial Services | 0.57% | 5,959,547 | +75,080 | +1.28% | $339,580,000 |
| CATERPILLAR INC | CAT | Industrials | 0.55% | 308,430 | -203,822 | -39.79% | $328,441,000 |
| APPLIED MATLS INC | AMAT | Technology | 0.55% | 449,455 | +351,070 | +356.83% | $324,933,000 |
| WELLS FARGO & CO | WFC | Financial Services | 0.53% | 3,827,289 | -3,105 | -0.08% | $316,291,000 |
| GE AEROSPACE | GE | Industrials | 0.53% | 842,863 | -35,445 | -4.04% | $315,004,000 |
| WALMART INC | WMT | Consumer Defensive | 0.53% | 2,780,915 | +478,616 | +20.79% | $314,973,000 |
| MERCK & CO INC | MRK | Healthcare | 0.51% | 2,340,397 | -11,272 | -0.48% | $300,744,000 |
| THRIVENT ETF TRUST | TMVE | Other | 0.49% | 16,032,013 | -1,630,129 | -9.23% | $288,549,000 |
| FASTENAL CO | FAST | Industrials | 0.48% | 5,991,491 | -236,569 | -3.80% | $287,771,000 |
Showing 30 of 2,501 holdings in the latest reporting period.